See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,106 | $56,897+191.9% | $84,750+96.0% | $62,891+164.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.26% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $7,441 | $2,400+210.1% | $3,574+108.2% | $2,281+226.3% |
| Participant deferral / active EE | $10,057 | $2,709+271.2% | $3,712+170.9% | $3,203+214.0% |
| Admin fee / account holder | $2,307 | $3,581-35.6% | $5,332-56.7% | $4,296-46.3% |